✦ Luna Orbit — Business Analysis

Client Implementation Associate, Officer

at State Street

Unknown 💰 $60K – $101K USD / year Posted March 15, 2026
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Position Details

Salary $60K – $101K USD / year
Type Not Specified
Experience mid
Exp. Years 6+ years
Education Bachelor's Degree
Category Business Analysis

About this role

Coordinate and execute client and product events for investment management, ensuring compliance and smooth operations across global regions.

Key Responsibilities

  • Lead client event planning
  • Coordinate fund structures
  • Manage client fundings
  • Oversee mandate changes
  • Ensure compliance

Technical Overview

Focuses on investment operations, client event planning, fund structuring, and contractual reviews, with strong project management and relationship skills.

Ideal Candidate

The ideal candidate is an experienced investment operations professional with at least 6 years in the field, strong project management skills, and familiarity with complex fund structures and client event coordination.

Must-Have Skills

6+ years in investment managementExperience with client eventsUnderstanding of complex investment issuesProject management skillsRelationship management

Nice-to-Have Skills

CFA or MBAExperience with asset structuringKnowledge of ETFs and mutual funds

Required Skills

Investment operationsClient event planningFund structuresIn-kind contributionsClient fundingsMandate changesFund liquidationsContractual reviewProject managementRelationship management

Hard Skills

Investment operationsClient event planningFund structuresIn-kind contributionsClient fundingsMandate changesFund liquidationsContractual reviewProject managementRelationship management

Soft Skills

Interpersonal skillsTime managementMulti-taskingRelationship buildingDecision-makingAnalytical skillsCommunicationLeadership

Certifications

Required

CFA

Preferred

MBA

Industry & Role

Industry Financial Services / Investment Management
Job Function Manage client events and investment operations coordination
Role Subtype Investment Operations Specialist

Keywords for Your Resume

Client Implementation Associateinvestment operationsclient eventsfund structuresclient fundingsmandate changesfund liquidationscontractual reviewproject managementrelationship managementCFAMBA

Deal Breakers

Less than 6 years experience, No CFA certification, Lack of experience with client events or investment operations

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